CRM+ Functionalities

Exchange Connector

Required packages

php8.1-curl

e.g. for Exchange Connector connection

  • Exchange as of version 2013

  • Exchange EWS (Exchange Web Services) must be enabled

  • On the Exchange Server side, the WWW Publishing service must be enabled

  • Firewall Configuration: Exchange & CRM Server must be able to establish new connections in both directions and communicate with each other

Note

  • The Exchange server should be synchronized via systemd-timesyncd. If the CRM and Exchange servers are out of sync, there can be significant issues.

  • All servers involved in the encrypted communication must support at least TLS 1.2. The recommended reference is the Mozilla Intermediate recommended configuration, see https://wiki.mozilla.org/Security/Server_Side_TLS

  • If the CRM is operated with a self-signed certificate, it must be known to the Exchange server. Self-signed certificates from the Exchange server are not supported.

  • If your Exchange Server is hosted and administered by a third party, please contact us first. Please understand that we can not provide assistance with non-standard configurations.

PDF Templates

Required packages
libxext6
libxrender1

e.g. Generation of PDF exports
ttf-mscorefonts-installer
fontconfig

These two packages are needed to generate PDF exports from CRM+,so that the fonts used can be displayed correctly or series exports can be combined into one package (form letters).

In order to use the PDF Template Generator integrated in CRM+ to export PDF documents, you must download the WKHTML packages suitable for your server from our website and make them available on your server for CRM+.

component

git clone command

WKHTML 64bit

git clone git@deploy.brainformatik.net:thirdparty/wkhtml-x64.git /opt/thirdparty/wkhtml

The checkout of the required package can be carried out with the supplied SSH key pair.

Installation: Get the right package for your server (32 or 64bit). After the checkout of the repository you will get a new directory “wkhtml” containing the following files:

  1. wkhtmltoimage: for the Power Point export in module reports.

  2. wkhtmltopdf: for the general PDF export in the CRM+.

  3. local.conf: improves the typeface of the exported PDF documents.

  4. README.md: Installation instructions

To make the files available for CRM+, there are two possibilities:

  1. Copy the directory “wkhtml” directly to CRM+ into the subdirectory “crm/bin/”

  2. Drop the directory “wkhtml” in a request folder (for example, “/opt/thirdparty/wkhtml”) and then link this directory in the CRM+ directory under “crm/bin/” (e. g. ln -s /opt/thirdparty/wkhtml /var/www/vhosts/<domain>/crm/bin/)

In both cases, you must ensure that the file references to the files in the directory are 755 and assigned to the same web user or webgroup (e.g., www-data).

The two files wkhtmltoimage and wkhtmltopdf must be executable.

The offered packages are tested versions of WKHTML 0.10.0 rc2. Newer versions, but untested, can be found at http://wkhtmltopdf.org/downloads.html. Please note that we are currently unable to guarantee functionality for these versions.

SFTP Backup

Required packages
ftp
php8.1-ssh2
sshpass

These packages are needed to use the SFTP Backup feature of CRM+. Possible is only SFTP.